Today XYPN members Taylor and Kailie join the podcast to share the non-traditional paths into financial planning that led to them buying their father’s practice. Sisters—and now business partners—Taylor and Kailie are going through a ton of change and evolution at the firm, and we’ve caught up with them to hear all about how they're figuring out what they want the business to be as it matures.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/146
Behind The Advisor